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Wealthfront Advisers Portfolio holdings
AUM
$52B
1-Year Est. Return
24.53%
This Fund
S&P 500
This Quarter
Est. Return
+1.9%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$44.7B
AUM Growth
+$2.15B
(+5%)
Cap. Flow
+$1.51B
Cap. Flow
% of AUM
3.38%
Top 10 Holdings %
Top 10 Hldgs %
56.49%
Holding
1,077
New
70
Increased
641
Reduced
341
Closed
25
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$183M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$156M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$145M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$95.1M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$92.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$186M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$39.9M |
| 3 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$37.8M |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$31M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$25.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.2% |
| 2 | Financials | 2.51% |
| 3 | Communication Services | 2.05% |
| 4 | Consumer Discretionary | 1.88% |
| 5 | Healthcare | 1.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
| $6.18M | 0.01% |
129,198
+11,496
| +10% | +$553K |
|
352
Alliant Energy
LNT
$18.2B
| $6.13M | 0.01% |
94,325
+7,599
| +9% | +$509K |
|
353
Unum
UNM
$14.5B
| $6.11M | 0.01% |
78,814
-1,229
| -2% | -$94K |
|
354
Nike
NKE
$60.1B
| $6.06M | 0.01% |
95,183
-13,845
| -13% | -$902K |
|
355
Public Storage
PSA
$60.4B
| $6.04M | 0.01% |
23,272
+14,113
| +154% | +$3.95M |
|
356
Rivian
RIVN
$23.1B
| $6.01M | 0.01% |
305,103
-21,142
| -6% | -$336K |
|
357
Marvell Technology
MRVL
$195B
| $5.96M | 0.01% |
70,151
+1,522
| +2% | +$133K |
|
358
Corning
GLW
$144B
| $5.94M | 0.01% |
67,836
+7,807
| +13% | +$672K |
|
359
Hartford Financial Services
HIG
$37.7B
| $5.94M | 0.01% |
43,079
-596
| -1% | -$78.6K |
|
360
Best Buy
BBY
$17.5B
| $5.92M | 0.01% |
88,465
-14,026
| -14% | -$1.07M |
|
361
Motorola Solutions
MSI
$77.7B
| $5.88M | 0.01% |
15,335
-467
| -3% | -$188K |
|
362
Global X SuperDividend US ETF
DIV
$776M
| $5.87M | 0.01% |
339,053
+20,869
| +7% | +$363K |
|
363
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
| $5.86M | 0.01% |
73,490
+11,913
| +19% | +$951K |
|
364
Roper Technologies
ROP
$39.1B
| $5.85M | 0.01% |
13,137
+1,805
| +16% | +$836K |
|
365
CenterPoint Energy
CNP
$26.7B
| $5.82M | 0.01% |
151,766
+41,556
| +38% | +$1.62M |
|
366
Loews
L
$23.1B
| $5.81M | 0.01% |
55,188
+1,694
| +3% | +$175K |
|
367
Rollins
ROL
$17.6B
| $5.8M | 0.01% |
96,668
+3,098
| +3% | +$182K |
|
|
EA
368
DELISTED
Electronic Arts
EA
| $5.77M | 0.01% |
28,247
+3,548
| +14% | +$716K |
|
369
Western Digital
WDC
$157B
| $5.74M | 0.01% |
33,346
+6,824
| +26% | +$1.03M |
|
370
Wabtec
WAB
$49.9B
| $5.7M | 0.01% |
26,712
-267
| -1% | -$54.9K |
|
371
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.8B
| $5.7M | 0.01% |
18,859
+151
| +0.8% | +$45.6K |
|
372
Teradyne
TER
$63B
| $5.68M | 0.01% |
29,336
+10,526
| +56% | +$1.81M |
|
373
Willis Towers Watson
WTW
$31.6B
| $5.68M | 0.01% |
17,271
-569
| -3% | -$186K |
|
374
Yum! Brands
YUM
$41B
| $5.66M | 0.01% |
37,410
+1,458
| +4% | +$216K |
|
375
State Street SPDR S&P Metals & Mining ETF
XME
$4.52B
| $5.64M | 0.01% |
54,395
+8,040
| +17% | +$795K |
|
Similar funds
SCP
RIM
Wealthfront Advisers's Q4 2025 Portfolio in Review
As of Q4 2025, Wealthfront Advisers held 1,077 positions worth $44.7B, up 5% from $42.6B the previous quarter. Its ten largest holdings account for 56% of the portfolio.
Wealthfront Advisers deployed $1.51B of net new capital in Q4 2025, opening 70 new positions and adding to 641 existing holdings. Its largest new stake was Vanguard Emerging Markets Government Bond ETF: 2,718,619 shares worth $183M.
By sector, the portfolio is most concentrated in Technology at 6.2% of assets, up from 6.2% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $186M trimmed.
- Wealthfront Advisers's largest Q4 2025 buy was Vanguard Emerging Markets Government Bond ETF: 2,718,619 shares worth $183M.
- Wealthfront Advisers added most to iShares Core S&P Total US Stock Market ETF in Q4 2025, an estimated $156M increase.
- Wealthfront Advisers's biggest Q4 2025 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $186M.
- Wealthfront Advisers fully exited Kellanova in Q4 2025, selling an estimated $8.85M.
- Wealthfront Advisers's ten largest holdings make up 56% of its $44.7B portfolio in Q4 2025.
- Wealthfront Advisers opened 70 new positions and closed 25 in Q4 2025.
- Wealthfront Advisers's portfolio value rose 5% quarter-over-quarter to $44.7B.
Based on Wealthfront Advisers's 13F filing for Q4 2025, filed 30 Jan 2026.